Spitfire Capital as of June 30, 2017
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 20 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gtt Communications | 13.4 | $29M | 907k | 31.65 | |
| Blue Bird Corp (BLBD) | 11.4 | $25M | 1.4M | 17.00 | |
| Builders FirstSource (BLDR) | 7.7 | $17M | 1.1M | 15.32 | |
| Horizon Global Corporation | 7.2 | $15M | 1.1M | 14.36 | |
| Owens-Illinois | 6.0 | $13M | 544k | 23.92 | |
| National Resh Corp cl a (NRC) | 5.5 | $12M | 439k | 26.90 | |
| Whirlpool Corporation (WHR) | 5.0 | $11M | 57k | 191.62 | |
| Columbus McKinnon (CMCO) | 4.8 | $10M | 409k | 25.42 | |
| Lear Corporation (LEA) | 4.6 | $9.9M | 70k | 142.08 | |
| Spx Flow | 4.4 | $9.4M | 255k | 36.88 | |
| Altra Holdings | 4.3 | $9.3M | 234k | 39.80 | |
| Natural Gas Services (NGS) | 4.3 | $9.2M | 371k | 24.85 | |
| Beacon Roofing Supply (BECN) | 4.2 | $9.0M | 185k | 49.00 | |
| Libbey | 3.4 | $7.3M | 907k | 8.06 | |
| Steelcase (SCS) | 3.0 | $6.5M | 465k | 14.00 | |
| Newell Rubbermaid (NWL) | 2.7 | $5.8M | 109k | 53.62 | |
| Us Foods Hldg Corp call (USFD) | 2.7 | $5.8M | 212k | 27.22 | |
| Valmont Industries (VMI) | 2.3 | $4.9M | 33k | 149.60 | |
| National Resh Corp cl b | 1.5 | $3.3M | 69k | 47.74 | |
| Baker Hughes Incorporated | 1.5 | $3.1M | 58k | 54.51 |
